Menu

HORAN’s New Tool Guides Employees Through Financial Stages of Life

Knowledge is power. No matter where your employees are in life, the more they know about handling their finances, the better chance they have of reaching their goals. Education is crucial to investment and retirement planning. HORAN Retirement Advisors meet one-on-one with employees to offer investment education and guidance. The HORAN Retirement Advisor education strategy ensures employees have the information needed to plan a successful retirement.

In an effort to get every individual on the right path to achieve Total Financial Wellness, HORAN Retirement Advisors is pleased to announce a new self-service, online tool for our clients and their employees.

The HORAN Financial Resource Center is an educational, interactive tool that guides an individual through the stages of his or her financial life. Sample topics include budgeting, borrowing money, college planning, Social Security, Medicare, Estate Planning and Tax Planning. There is a printed Financial Planning guidebook for employees to accompany the online resource center. Please contact a member of the HORAN Retirement Advisors group at 800.544.8306 to request a copy of the Financial Planning guidebook or to learn more about the HORAN Financial Resource Center.